Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.568 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 47905.5 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46510.6 Kr¶
PnL: ---------------------------------------> -377.97 Kr¶
DD now: ---------------------------------> -1.49 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-18 13:48:36.181387'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | -0.730000 | 2849.000000 | 213.000000 | 8.080000 | 2636.000010 |
| Beijer Electronics Group | 26 | 0.000000 | 3104.400000 | 133.400000 | 4.490000 | 2971.000006 |
| Samhällsbyggnadsbo. i Norden B | 20 | -0.600000 | 431.400000 | 76.400000 | 21.520000 | 355.000000 |
| Corem Property Group B | 59 | -2.490000 | 646.050000 | 69.050000 | 11.970000 | 576.999999 |
| SAAB B | 8 | 1.150000 | 3433.600000 | 56.600000 | 1.680000 | 3377.000000 |
| Boozt | 12 | -0.140000 | 1704.000000 | 50.000000 | 3.020000 | 1653.999996 |
| HMS Networks | 2 | 0.170000 | 720.800000 | 47.800000 | 7.100000 | 673.000000 |
| OEM International B | 7 | 0.500000 | 558.600000 | 30.600000 | 5.800000 | 527.999997 |
| Intrum | 4 | 0.330000 | 548.000000 | 21.000000 | 3.980000 | 527.000000 |
| Coor Service Management Hold. | 8 | 0.150000 | 547.600000 | 15.600000 | 2.930000 | 532.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.000000 | 577.500000 | 15.500000 | 2.760000 | 562.000005 |
| Eastnine | 4 | 0.160000 | 506.400000 | 15.400000 | 3.140000 | 491.000000 |
| MedCap | 2 | -1.140000 | 435.000000 | 14.000000 | 3.330000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | -0.550000 | 258.240000 | 12.240000 | 4.980000 | 246.000000 |
| Norva24 Group | 16 | 2.130000 | 553.600000 | 10.600000 | 1.950000 | 543.000000 |
| FM Mattsson Mora Group B | 50 | -1.180000 | 2935.000000 | 8.000000 | 0.270000 | 2927.000000 |
| AcadeMedia | 12 | 0.710000 | 564.600000 | 7.600000 | 1.360000 | 557.000004 |
| Swedbank A | 3 | 2.120000 | 570.900000 | 6.900000 | 1.220000 | 564.000000 |
| Resurs Holding | 22 | -0.080000 | 578.160000 | 4.160000 | 0.720000 | 573.999998 |
| Nordea Bank Abp | 29 | 0.200000 | 3456.220000 | 2.220000 | 0.060000 | 3453.999992 |
| Karnov Group | 9 | -2.130000 | 536.400000 | 0.400000 | 0.070000 | 536.000004 |
| Creaspac SPAC | 6 | -0.210000 | 577.200000 | 0.200000 | 0.030000 | 577.000002 |
| Handelsbanken A | 5 | 0.370000 | 546.000000 | 0.000000 | 0.000000 | 546.000000 |
| Essity B | 2 | -1.210000 | 573.000000 | -1.000000 | -0.170000 | 574.000000 |
| Securitas B | 6 | -0.130000 | 568.680000 | -1.320000 | -0.230000 | 570.000000 |
| Essity A | 4 | -1.720000 | 1146.000000 | -3.000000 | -0.260000 | 1149.000000 |
| CTEK | 13 | 0.520000 | 525.590000 | -8.410000 | -1.570000 | 533.999999 |
| Midsona B | 63 | -1.730000 | 573.300000 | -9.700000 | -1.660000 | 582.999984 |
| International Petroleum Corp. | 5 | 2.490000 | 556.500000 | -38.070000 | -6.400000 | 594.565215 |
| Vivesto | 1368 | 2.060000 | 570.460000 | -42.540000 | -6.940000 | 612.999432 |
| Sampo Oyj SDB | 7 | -0.090000 | 3776.500000 | -73.500000 | -1.910000 | 3850.000000 |
| OX2 | 18 | 1.660000 | 1539.000000 | -125.000000 | -7.510000 | 1663.999992 |
| Axfood | 13 | 0.290000 | 3598.400000 | -157.600000 | -4.200000 | 3756.000001 |
| Fasadgruppen Group | 35 | -0.100000 | 3454.500000 | -356.500000 | -9.350000 | 3810.999990 |
| Ovzon | 52 | 1.770000 | 2990.000000 | -372.000000 | -11.060000 | 3361.999992 |
| TOTAL | 46510.600000 | -377.970000 | -1.4896% | 46888.564618 |
Updated:¶
'2023-01-18 13:48:48.702627'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
